More Educational Videos
What is the Alternative Minimum Tax? While fewer people will have to pay it since the new tax legislation took effect in 2018, Amy Cattelino, CFP® outlines what it is and what situations might cause you to still pay AMT or alt-min. Transcript: Alternative Minimum Tax. Sometimes it’s called Alt-Min or nicknamed AMT. But what […]
How will your beneficiaries be taxed when they receive an inheritance from you? In this video, Senior Financial Planner Allison Alley, CFP® outlines how different types of inherited assets are (or aren’t) taxed. Transcript: We recently got a question regarding how does the inheritance tax work. Well, there’s a few different things that go into […]
A very common question many people ask is, “What should I be investing? What should I be saving and putting into a money market account or a CD?” It depends on your goals, your time horizon, and tolerance for risk. Transcription: So the question of the day is, Should I be investing?” And the answer is […]
We have a brand-new Federal income tax law which commenced on January 1, 2018, called the “Tax Cuts and Jobs Act of 2017”. If you’re trying to figure out how to minimize your tax liability given this new tax law, you’re not alone. To give you a head start, here are 10 tax efficiency strategies […]
If you have a high salary, own a business, own real estate, or generate a lot of income from inherited assets, here are seven different strategies to reduce taxes for high-income earners that will allow you to pay even fewer taxes in the future. Learn More Tax Reduction Strategies on Our Blog Transcript Today we’re […]
Tax deferral means taking a deduction and moving it into an earlier year or deferring some income to a later year. If you do these tax deferral strategies year after year you can utilize the time value of money. Dive Deeper into these Tax Deferral Strategies on Our Blog Transcript Today we’re going to talk […]
Tax Reform has been passed! Here is a breakdown of the major changes that could affect you.
Tax Reform Bill as of December 14, 2017 With the ever-changing tax reform, make sure you prepare ahead of time. Don’t be blindsided by the potential changes that tax reform could bring. Alan Clopine, CPA walks you through critical year-end tax planning strategies that you might want to implement before 2018. Transcription: “There’s a final […]
What’s Known as of December 14, 2017 Tax reform has been changing constantly and we have the latest up to date news. The Republicans have finalized their tax bill as of December 14, 2017. Here’s what they decided on: Reconciliation – Party leaders in the House and Senate reconcile their competing tax bills – Final […]
Charitable contributions are one of the biggest tax saving tools available to taxpayers. David Cook, CFP® makes sure you know all the details so that you can not only make a difference in the world but also a difference on your taxes. Transcription “Today we’re going to be discussing charitable contributions and that is one […]
Tax reform in both the House of Representatives and the Senate call for collapsing the current seven brackets to four. Will that change how much money you have to pay in taxes each year? Financial expert Alan Clopine breaks it down.
The House of Representatives passes a nearly $1.5 trillion dollar tax reform package that promises to overhaul corporate and personal taxes. But what does that mean for you? Financial expert Alan Clopine breaks down the package and gives some insight on how it could impact your tax planning.
Tax reform is getting a significant amount of airtime. Changes in the tax laws could make a difference in the amount of money you have to give to Uncle Sam each year. So what changes do the various bills actually make and what do they mean for you? Financial expert Alan Clopine takes a look […]
Not sure what the current tax proposals might mean for your business? The plans in both the House of Representatives and the Senate call for a big cut in the corporate tax rate. Financial expert Brian Perry explains why businesses are getting a break.
Income taxes are never simple and the capital gain taxes are no different. Learn how to understand the new capital gain tax rates. Transcription Did you know that there is a zero percent capital gains rate? Well, I’m going to tell you how to pay zero taxes on your capital gains. But first, what is a […]